Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Viewing or Editing a Previous Referral

Version 14.19
  1. Navigate to the referral:
  • From the patient's chart, click Referrals.
  • From the Clinical Work window (pending referrals only), click the Referrals tab.
  1. Select the referral in the list, and click the Edit  button. The Referral/Care Transition Details window opens. 
  2. Make any desired changes. 
  3. To update the status of a referral, simply change the Status section at the top of the form. 
  4. When finished, click the Save button.
Version 14.10
  1. Open the Patient Referrals / Care Transition List in one of two ways:
  • From the Patient Chart, click the Referrals tab.
  • From the Schedule & Practice Workflow, click the Referrals tab.
  1. Click to highlight the referral in the list, then click the Edit  button. The referral will open in a Referral Letter Details form. 
  2. Make any desired changes. 
  3. To update the status of a referral, simply change the Status section at the top of the form. 
  4. When finished, click the Save button.